This is the Monthly Recurring Revenue for the Account. This value is the sum of all subscription MRRs.

Example: $316.80

Account.Name

The name of the account. The account name displays on lists of accounts in the web-based UI.

Example: Super Subscription Emporium

Account.NewBalance

This field is the <<Account.PreviousBalance>> merge field from the invoice tenant plus the invoice balance. This field is needed for some invoice presentation rules as the Account Balance field on the customer account does not include draft invoices.

Example: $304.50

Account.Notes

Use this field to record comments about the account.

Example: Platinum Customer

Account.Parent.Name

The parent account name of the current account. You can specify the parent account name in the account detail page.

This merge field correlates with the Customer Hierarchy feature. The Customer Hierarchy feature is in Limited Availability. If you wish to have access to the feature, submit a request at Zuora Global Support.

The ID of the mandate. A mandate is a signed authorization for UK and NL customers. This field is used only for the direct debit payment method.

Example: CCJW9VR

Account.PreviousBalance

The previous account balance is a dynamic field that is the account balance for draft invoices or the current account balance less the invoice balance when the invoice is posted. This field is needed for some invoice presentation rules as the Account Balance field on the customer account does not include draft invoices.

Example: $0.00

Account.PreviousTransactionImpactTotal

The sum of all rows that appear in the Previous Transactions table based on specific table filters, such as LastInvoice or UptoDaysOld.

Example: $0.00

Account.PreviousTransactionStartAmount

The Starting Balance with respect to the Previous Transaction table. The difference of Account.PreviousBalance - Account.PreviousTransactionImpactTotal.

Example: $0.00

Account.PurchaseOrderNumber

The number of the purchase order associated with this account. Purchase order information generally comes from customers.Values: a string of 100 characters or fewer

This field cannot be translated.

Example: PO102925

Account.SalesRep

The name of the sales representative associated with this account, if applicable.

Example: Travis Huch

Account.TaxExempt

The status of the account's tax exemption.Values: one of the following:

Yes

No

PendingVerification

Example: Pending Verification

You must use this field if you use Zuora Tax. This field is unavailable if you don't use Zuora Tax.

Account.TaxExemptCertificateID

The ID of your customer's tax exemption certificate.

Example: CA8592555

This field cannot be translated.

Requires Zuora Tax.

Account.TaxExemptCertificateType

The type of the tax exemption certificate that your customer holds.

Example: Reseller Permit

Requires Zuora Tax.

Account.TaxExemptDescription

A description of the tax exemption certificate that your customer holds.

Example: Fax ID: 1031374242

Requires Zuora Tax.

Account.TaxExemptEffectiveDate

Date when the the customer's tax exemption starts.

Corresponds to the TaxExemptEffectiveDate field on the Account SOAP API object.

Example: 01/01/2016

Account.TaxExemptExpirationDate

Date when the customer's tax exemption ends.

Corresponds to the TaxExemptExpirationDate field on the Account SOAP API object.

Example: 12/31/2016

Account.TaxExemptIssuingJurisdiction

Indicates the jurisdiction in which the customer's tax exemption certificate was issued.

Invoice Item Fields

You can customize your invoice templates to display invoice items in nested tables. In nested tables, you can group and subtotal complex invoice items by any custom fields from the associated product rate plan charge or rate plan charge. For more information, see Grouping and Subtotal Functions in Nested Tables.

Merge Field

Description

InvoiceItem.AccountName

The account name of the subscription owner

Example: Super Subscription Emporium

InvoiceItem.AccountNumber

The account number of the subscription owner

Example: Super Subscription Emporium

This field cannot be translated.

InvoiceItem.ActualQuantity

The quantity of the units that the customer consumed during the billing period.

Type: Number

Example: 4

Note: Extra invoice items might be generated in the invoice to display the overage information. In such cases, this field returns the value, 0.

For example, you provide a monthly service:

$50 per month includes up to 500 minutes free talk each month.

If the usage exceeds 500 minutes in a month period, pay overage $0.1 per minute.

If your customer consumed 400 minutes in a month:

The InvoiceItem.ActualQuantity field returned 400.

No extra invoice item is generated because the usage does not exceed the included minutes.

If your customer consumed 1000 minutes in a month:

The InvoiceItem.ActualQuantity field returned 1000.

An extra invoice item is generated to return the overage. The InvoiceItem.ActualQuantity field returned 0.

InvoiceItem.AmountWithoutTax

Example: $150.00

InvoiceItem.ChargeAccountingCode

Example: A81291-OneTimeFees

InvoiceItem.ChargeDate

Example: 01/01/2009

InvoiceItem.ChargeModel

Example: Per Unit Pricing

InvoiceItem.ChargeNumber

Example: C-000004

This field cannot be translated.

InvoiceItem.ChargePeriod

Example: Month

InvoiceItem.ChargeType

Example: One-Time

InvoiceItem.Description

The charge description.

Example: One Time Fee

InvoiceItem.ExtendedPrice

Total item charge including taxes.

Example: $162.00

InvoiceItem.IsNew

Indicates whether the invoice item charges are displayed in the most recently posted invoice.

Supported values are:

true: The charge is not displayed in the most recently posted invoice.